Statement Parsing
From brokerage statements to K1s
AI Enable
Utiliziing OCR and GenAI
Efficient
Automatically parsed saving you time and effort
Prospect or Advisor Led
Least amount of friction for a traditional prospect
From brokerage statements to K1s
Utiliziing OCR and GenAI
Automatically parsed saving you time and effort
Least amount of friction for a traditional prospect
Access to over 15,000 institutions
Bank-grade encryption
Including cost basis and purchase dates
Least amount of friction for a tech-friendly prospect
40,000+ public and private securities and growing
Utilizing GenAI for private security master
Automatic classification gives deeper understanding of prospect's assets
See data how you want it displayed
